Who Loses in the Streaming Wars?
While everyone focuses on who is going to win the streaming wars, I want to stop for a moment to consider who the losers might...
10 Monday AM Reads
My back to week morning train reads: • Electric Cars—and Irrationality—Just Might Save the Stick Shift (Wired) • Nobel...
Where Are We In the Cycle?
From Torsten Sløk, Deutsche Bank Securities: Ten different indicators suggest that we are late cycle: 1. Growth in temp staffing...
Transcript: Ash Carter
The transcript from this week’s MIB: Ash Carter, Secretary of Defense, is below. You can stream/download the full...
Elizabeth Warren + Taylor Swift Vs. Private Equity?
Unfortunately, @TaylorSwift13 is one of many whose work has been threatened by a private equity firm. They’re gobbling up...
10 Sunday Reads
My easy like Sunday morning policy reads: • America’s Most Socialist Generation Is Also Its Most Misanthropic (New York Magazine) •...
MIB: Ash Carter, Secretary of Defense
This week, we speak with former Secretary of Defense Ash Carter, who is a five-time recipient of the DOD Distinguished Public Service...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Philz coffee, grab a seat by the fire, and get ready for our longer form weekend reads: •...
Succinct Summation of Week’s Events 11.15.19
Succinct Summations for the week ending November 15th, 2019 Positives: 1. Markets make new all time highs — the most bullish thing...
Why Are Investors Embracing More Risk?
Low Returns Stoke Investor Appetite for Risk Yes, the returns can be big, but the odds of underperforming also go up. Bloomberg, November...